Osborne Partners has enjoyed over 85 great years; many of our clients have been with us for decades, and others are relatively new.  

We have grown and expanded our talent base dramatically, especially over the past ten years. This is an ideal time to update you on everything about this company we love.

We are a fiduciary with only one source of revenue: management fees

San Francisco since 1937

Osborne Partners was founded in 1937, making us one of the oldest wealth management firms in the U.S..  

The firm has always prided itself on managing diverse portfolios, while concentrating on outperforming especially during difficult market periods.  

In all major bear markets over the decades, with 2000 and 2008 being the most noteworthy, we have navigated clients through difficult times with solid relative returns.

From Millions to Billions

Over our first 65 years, OPCM grew to $350 million in client assets. During the last 18 years, the firm has grown from approximately $350 million to over $2 billion in assets as of 12/31/2022.  

The firm has grown mostly through client and professional referrals and loyal contacts. We plan to continue this thoughtful approach to growth in the future.  

Osborne Partners has three main teams that work together for you 

  • Investment Management - our team of CFA® charterholders derives, researches, and manages the investment ideas for our unique multi-asset class discipline that utilizes individual securities.  
  • Wealth Counselors - your go-to professional for all questions; from financial planning to investment management.  
  • Client Service Specialists - your operational and administrative conduit between your portfolio and your custodian (example: Charles Schwab, TDAmeritrade, Fidelity, Pershing). 

Osborne Partners provides sophisticated, customized investment management and active financial planning  

Sophisticated Investment Management

Two Simple Goals:

  • Stock-like returns with far less risk - portfolios match or beat the returns of global stocks over the long-term, but are typically comprised of only 40-70% stocks (depending on the client).
  • Outperform during 10+% market corrections - losing less in down markets equates to greater total performance over the long-term.  

Active Financial Planning

Our team of Certified Financial Planners® (CFP) provide guidance on a host of topics and life events.

  • Asset Allocation
  • Educating Clients' Next Generations
  • Retirement Planning
  • Concentrated Stock & Option Strategies 
  • Tax Planning
  • Business Succession 
  • Long-Term Care  
  • Account Aggregation


What makes us proud?

We are most proud of our nearly 99% client retention - almost unheard of in our industry. We have loyal clients who trust and understand our discipline.

Osborne's Future

Osborne's current partners are younger than the industry average and their average tenure with the firm is 17 years. 

We intend on continuing our consistent and thoughtful growth strategy while staying independent.  

We will refine and polish this jewel for decades to come, and we thank you for being part of the Osborne Partners family! 

Osborne Partners Executive Team


(415) 362-5637 or info@osbornepartners.com